Linking People Records and Calculators to an Opportunity

For compliance reasons, you can not clone an Opportunity within Mercury. However, you can link or move existing records to an Opportunity in order to save time and reduce the need for double entry of information.

What can be linked, cloned, copied and attached in Mercury

Link People records to a new Opportunity.

Copy Assets and Liabilities to a new Opportunity.

Clone a Funding Position, rename it and attach it to another new Opportunity.

Attach a Borrowing Capacity Calculation to an Opportunity.

NOTE: Only Funding Positions can be cloned. Attaching an existing Borrowing Capacity or Product Comparison to a new opportunity will move it from the old opportunity.

How to copy a People record to a new Opportunity

Open the Opportunity and click Contacts in the left-hand panel.

Click the button and search for the person's name.

This will link the Opportunity and the People record together.

How to copy the Asset and Liabilities from another Opportunity

Open the Opportunity and click A and L

Click Copy Assets + Liabilities from Existing Loan

Search by Opportunity name to Copy the A and L from that Opportunity.

Click Choose

How to clone a Funding Position and attach it to a new Opportunity

Open the Opportunity and click Calculators in the left-hand panel.

Select the Funding Position and click the Clone button to create a clone of the Funding Position.

Double click on the cloned copy and rename it. Click Save.

Close the Opportunity and open the Opportunity you want to attach the Funding Position to.